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How to Add a Product Information File to Roofing Material Details

Updated over a week ago

Users can attach a product info file to the roofing material’s detail page. Once attached, this product info file will appear as a hyperlink with the public proposal, which customers can view.

Follow the steps below to see how you can add the product information file.

Step 1: From the main menu, go to “Manage Database” and select “Database”.

Step 2: Click on “Roofing” and from the dropdown, select “Materials”.

Step 3: In the material types, select “Composite” under “Composite”.

Step 4: Choose a brand to view its details, then click "Show Details”.

Step 5: Select the material and click on the “Click to View Detail” icon.

Step 6: Click on “Edit”.

Step 7: Click on the “PDF document” icon to add the “Product Info File”, and then click "Update" to save the changes.

Step 8: The product file info will appear as a hyperlink on your proposal. Click on the hyperlink to view the added product info file.

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